HomeCompareSMGZY vs JEPQ

SMGZY vs JEPQ: Dividend Comparison 2026

SMGZY yields 1.83% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $6.7K in total portfolio value
10 years
SMGZY
SMGZY
● Live price
1.83%
Share price
$32.08
Annual div
$0.59
5Y div CAGR
32%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$38.1K
Annual income
$4,948.84
Full SMGZY calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.10%
Share price
$55.52
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.8K
Annual income
$2,152.59
Full JEPQ calculator →

Portfolio growth — SMGZY vs JEPQ

📍 JEPQ pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodSMGZYJEPQ
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, SMGZY + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SMGZY pays
JEPQ pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

SMGZY
Annual income on $10K today (after 15% tax)
$155.34/yr
After 10yr DRIP, annual income (after tax)
$4,206.51/yr
JEPQ
Annual income on $10K today (after 15% tax)
$943.83/yr
After 10yr DRIP, annual income (after tax)
$1,829.70/yr
At 15% tax rate, SMGZY beats the other by $2,376.81/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SMGZY + JEPQ for your $10,000?

SMGZY: 50%JEPQ: 50%
100% JEPQ50/50100% SMGZY
Portfolio after 10yr
$41.5K
Annual income
$3,550.71/yr
Blended yield
8.57%
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Analyst Conviction Gap

Where Wall Street is split right now

SMGZY
Analyst Ratings
2
Hold
Consensus: Hold
Altman Z
4.5
Piotroski
8/9
JEPQ
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMGZY buys
0
JEPQ buys
0
No recent congressional trades found for SMGZY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMGZYJEPQ
Forward yield1.83%11.10%
Annual dividend / share$0.59$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR32%0%
Portfolio after 10y$38.1K$44.8K
Annual income after 10y$4,948.84$2,152.59
Total dividends collected$15.8K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

Year-by-year: SMGZY vs JEPQ ($10,000, DRIP)

YearSMGZY PortfolioSMGZY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,941$241.24$11,930$1,110.39$989.00JEPQ
2$12,033$325.62$14,133$1,224.34$2.1KJEPQ
3$13,317$441.77$16,632$1,340.46$3.3KJEPQ
4$14,852$603.15$19,454$1,457.97$4.6KJEPQ
5$16,722$829.85$22,626$1,576.08$5.9KJEPQ
6$19,045$1,152.61$26,175$1,694.09$7.1KJEPQ
7$21,997$1,619.45$30,133$1,811.32$8.1KJEPQ
8$25,845$2,307.56$34,531$1,927.17$8.7KJEPQ
9$30,998$3,344.61$39,403$2,041.08$8.4KJEPQ
10$38,117$4,948.84$44,787$2,152.59$6.7KJEPQ

SMGZY vs JEPQ: Complete Analysis 2026

SMGZYStock

Smiths Group plc operates as a technology company serving the medical technology, security and defense, general industrial, energy, and space and aerospace markets worldwide. It operates through John Crane, Smiths Detection, Flex-Tek, Smiths Interconnect, and Smiths Medical divisions. The John Crane division offers mechanical seals, seal support systems, hydrodynamic bearings, packing materials, power transmission couplings, and specialized filtration systems. The Smiths Detection division provides sensors and systems that detect and identify explosives, narcotics, weapons, chemical agents, biohazards, and contraband. The Flex-Tek division offers engineered components that heat and move fluids and gases for the aerospace, medical, industrial, construction, and domestic appliance markets. The Smiths Interconnect division provides specialized electronic and radio frequency board-level and waveguide devices, connectors, cables, test sockets, and sub-systems for applications in the security and defense, medical, general industrial, and space and aerospace markets. The Smiths Medical division offers infusion systems, vascular access, patient airway, and temperature management equipment products; and specialised devices in areas of diagnostic and emergency patient transport. The company was formerly known as Smiths Industries and changed its name to Smiths Group plc in 2000. Smiths Group plc was founded in 1851 and is headquartered in London, the United Kingdom.

Full SMGZY Calculator →

JEPQETF

The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.

Full JEPQ Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.